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it and clean it will be profit. growth is global derived in cities. when we think about where big, urban populations, that is where you have big concentrations of wealth and concentrations of rising income. us is a waying for to make the grid better. use your electric power utilities better. >> we are talking about these water,rends -- transport, smarter cities. what does this mean as far as u.s. versus europe and u.s. versus china? necessarilynot based on, enough to own a company in the u.s. or china. they focus on global companies. from our view, we do prefer europe over the u.s. at this point from a tactical standpoint the cubs we are seeing a change at the margins that europe is going to vote -- standpoint because we are seeing a change at the margins. >> i am looking at this euro zone economic senses. you say that you gradually gdp will catch up. >> that tends to be a leading indicator. >> as for china, what are you seeing? >> they posted a strong gdp number in the last quarter. we do see that china is on a growth trajectory that can go to bad --nd that is not so so .5% and that is
. and saving an ancient city we will tell you what pablo picasso's grandson is doing to was once partich of the alexander the great empire. we are back in a few minutes. >> welcome back to "money moves" on bloomberg television and on yourg all day long tablet, phone, and some argue the fed will reduce this month sooner than previously thought. credit specialists just one paying extra close attention. credit hedge fund manager recently shared her insights as the environment. she wrote a book as well, "investing in credit hedge funds oz." as she says, everyone is exposed to credits whether they realize not. >> the most interesting for me is the fact that the credit evolve.ontinues to and sitting on the seat, you know, on the front row managing actual portfolio for institutional investors when i look at where we were coming out of the credit crisis up to today, it's amazing the speed with which the market has evolved and also the expense of the fed intervention since then. thend i know that one of reasons that you actually wanted to work on the book is because you were the on
the hood of the city of san jose police and fire retirement program. it has allotted 600 million of sean ishedge funds and here as a trustee of the fund. great to see you. eight percent is not good enough, but how are you trying to preserve the benefits for the people that need them and basically make changes that are realistic. away from the classic 60-40 allocation and got a much more diversified portfolio. a lot of different asset classes. >> i imagine you had to make that argument, was that like walking on broken glass? >> i worked with a couple different boards, and the fire police board has outside members that are citizens that worked in the hedge fund industry. it has been an easier process to update the allocation. >> as far as how you chose which ones, $600 million going into 15 funds, did you pick specialties? the ones we have seen outperform our obvious exceptions, but not global macro? very specific situations? >> we do have some exposure there. we have other funds that have struggled a little bit. we also have funds in that distressed credit space. >> each one is performing
Search Results 0 to 7 of about 8 (some duplicates have been removed)